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Vanguard S&P 500 ETF
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Overview Fund Activity

2,371 hedge funds and large institutions have $130B invested in Vanguard S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 989 increasing their positions, 815 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,371
Holders Change
+94
Holders Change %
+4.13%
% of All Funds
37.39%
Holding in Top 10
555
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+7.35%
% of All Funds
8.75%
New
205
Increased
989
Reduced
815
Closed
88
Calls
$836M
Puts
$574M
Net Calls
+$262M
Net Calls Change
+$35.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.22B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$894M
3
CM
Churchill Management
California
$370M
4
Bank of America
Bank of America
North Carolina
$8.9B
5
NAM
Nissay Asset Management
Japan
$280M

Top Sellers

1
SCP
Syntal Capital Partners
Texas
$32.9M
2
SWG
Summit Wealth Group
Vermont
$42.6M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$228M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.47B
5
FSCM
Front Street Capital Management
Montana
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
226
Bridgeworth
Alabama
$63.6M -$2.6M -6,379 -4%
AFAS
227
Acorn Financial Advisory Services
Virginia
$63.6M +$549K +1,349 +0.9%
JRP
228
Jasper Ridge Partners
California
$62.7M +$14.7M +36,133 +31%
AGA
229
Arkos Global Advisors
Texas
$62.7M +$23.5M +57,662 +60%
FA
230
FDx Advisors
Illinois
$61.6M +$7.22M +17,722 +13%
CWA
231
CJM Wealth Advisers
Virginia
$61.4M +$11.1M +27,154 +22%
CCA
232
Column Capital Advisors
Indiana
$61.4M -$956K -19,520 -2%
EWM
233
Evermay Wealth Management
Virginia
$61.2M -$658K -1,609 -1%
AL
234
Aspiriant LLC
California
$61M -$652K -1,600 -1%
AFIMH
235
American Family Insurance Mutual Holding
Wisconsin
$60.2M – – –
WT
236
Washington Trust
Rhode Island
$60.1M -$266K -654 -0.4%
ANTB
237
AMG National Trust Bank
Colorado
$58.6M +$729K +1,791 +1%
AM
238
AGF Management
Ontario, Canada
$58.3M +$17.3M +42,520 +42%
FU
239
Fairfield University
Connecticut
$57.1M -$2.31M -5,678 -4%
TI
240
Tidal Investments
Wisconsin
$57.1M +$57.1M +140,257 New
PFO
241
Pathstone Family Office
New Jersey
$56.9M -$4.64M -11,380 -8%
TA
242
Tectonic Advisors
Texas
$56.9M +$2.24M +5,500 +4%
WB
243
Webster Bank
Connecticut
$56.1M -$2.35M -5,768 -4%
SG Americas Securities
244
SG Americas Securities
New York
$56M +$48.9M +120,004 +690%
AIP
245
Ameritas Investment Partners
Nebraska
$55.5M -$2.84M -6,970 -5%
FF
246
Francis Financial
$55M +$3.77M +9,263 +7%
EGWAG
247
Elwood & Goetz Wealth Advisory Group
Georgia
$55M +$591K +1,452 +1%
GWSA
248
Global Wealth Strategies & Associates
Colorado
$54.9M +$2.61M +6,416 +5%
HCC
249
Hirtle Callaghan & Co
Pennsylvania
$54.8M -$4.28M -10,521 -7%
CA
250
Crane Advisory
California
$54.7M +$5.92M +14,539 +12%
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